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Example of a Grants Budget Summary Report for Public Sector and Nonprofit Organizations

What is a Grants Budget Summary Report?

Grants Budget Reports are considered grant management tools and are used by CFOs and Grant Managers to monitor budgets versus current actual expenditures and remaining balances. Some of the main functionality in this type of report is that it is parameter driven and the user can run it for any department, function, program and month. The report will then display all applicable grants with award date, grant amount, actual expenditures period to date, remaining balance and grant expiration date. Each grant is listed down the rows and a total at the bottom. You find an example of this type of report below.

Purpose of Grant Budget Summary Reports

Public Sector organizations use Grant Budget Summary Reports to have real-time, self-service monitoring of grants and available balances. When used as part of good business practices in Accounting and FP&A departments, a government entity can improve its grant strategies and investment planning for various programs and it can reduce the chances that funding for initiatives runs into problems due to lack of visibility into expected grant balances and KPIs.

Example of a Grant Budget Summary with Remaining Balances Report

Here is an example of a Grants Budget Summary Report with funding amounts, expenditures to date and remaining balances.

Example of a Grants Budget Summary Report for Public Sector and Nonprofit Organizations

Example of a Grants Budget Summary Report for Public Sector and Nonprofit Organizations

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: CFOs, controllers, grant managers, program managers.

Other Reports Often Used in Conjunction with Grant Budget Summary Reports

Progressive Accounting and FP&A departments sometimes use several different Grant Budget Summary Reports, along with detailed grants reports, grant budgets, grant dashboards, financial statements, program and initiative reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Grant Budget Input Model for Public Sector Organizations

What is a Grant Budget Input Model?

Grant Budget Models are considered key building blocks of annual budgets for any organization that receives grants. These models are used by grant managers and budget officers to enter the detailed revenues and expenses associated with each grant. Some of the main functionality in this type of budget input template is that it is parameter driven and can be detailed down to department, function, program and grant. The user can select one or several grants and the form then automatically starts each section with grant ID and grant name. The user can then enter the detailed categories of revenues and expenses by month. On the bottom right the remaining grant balance is automatically calculated and displayed as an a real time guide for the user. You find an example of this type of budget input template below.

Purpose of Grant Budget Models

Public Sector organizations use Grant Budget Models to capture all the important revenue and expense details that is important to plan for the funding and uses of each grant. When used as part of good business practices in Grant and Budgeting & Planning departments, a government entity can increase its grant revenues as well as improve their budget accuracy, and it can reduce the chances that grants are lost or reduced due to lack of detailed and high quality budgets.

Example of a Grant Budget Model

Here is an example of a Grant Budget input form with entry of monthly revenue and expense line items.

Example of a Grant Budget Input Model for Public Sector Organizations

Example of a Grant Budget Input Model for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget input template?

The typical users of this type of budget input template are: Grant managers, executives, budget managers, department heads.

Other Reports Often Used in Conjunction with Grant Budget Models

Progressive Grant and Budgeting & Planning departments sometimes use several different Grant Budget Models, along with grant reports, grant dashboards, general ledger and line item expense input forms, employee (human capital) and headcount forms, sources of funds input forms, budget analysis dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from grant management systems and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Capital Project Budget for Public Sector Organizations

What is a Capital Project Budget for Governments?

Capital Project Budgets are considered an essential component of government capital improvement planning (CIP) and annual budgets, and are used by department managers and budget officers to create proposed financial budgets. Some of the main functionality in this type of budget input template is that it is parameter driven and can be detailed down to department, function, program and project. The user can select project and specify fields like project manager (if known), and then enter the budget by expense type and month. On the far right of the template there is a comment field to add any important notes. You find an example of this type of budget input template below.

Purpose of Capital Project Models

Public Sector organizations use Capital Project Models to capture all the important expense details for CIP projects. When used as part of good business practices in Budgeting and Planning departments, a government entity can improve its capital improvement planning and related budget accuracy, and it can reduce the chances that projects are executed and then stalled because of poor financial planning.

Example of a Capital Project Model

Here is an example of a Capital Project Budget input model with text comments and totals.

Example of a Capital Project Budget for Public Sector Organizations

Example of a Capital Project Budget for Public Sector Organizations

You can find hundreds of additional examples here

Who Uses This Type of Budget input template?

The typical users of this type of budget input template are: Executives, Budget Managers, department heads.

Other Reports Often Used in Conjunction with Capital Project Models

Progressive Budgeting and Planning departments sometimes use several different Capital Project Models, along with general ledger and line item expense input forms, employee (human capital) and headcount forms, revenue budget forms, budget analysis dashboards, project dashboards, CIP dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Grants and Events Dashboard Example for Nonprofit Organizations

What is a Grants and Events Dashboard?

Grants and Events Dashboards are considered analysis tools and are used by managers to analyze grants, program and event metrics. Some of the main functionality in this type of dashboard is that it includes graphical analysis of nine different areas: 1) Attendee by event, 2) Top 5 event budget items, 3) Budget per event, 4) Grant amount per program, 5) Grant amount ratio, 6) Encumbered amount per program, 7) Grants requested versus grants declines, 8) Grant requests versus grants declined by program (ranked), and 9) Encumbered and balance – actual to budget by grant. The filters on the top right enables drill-down into month, program and grant. You find an example of this type of dashboard below.

Purpose of Grants and Events Dashboards

Nonprofits use Grants and Events Dashboards to make it easy and quick to monitor and analyze essential KPIs. When used as part of good business practices in a Financial Planning & Analysis (FP&A) and Grant department, an organization can improve and speed up its grant, program and event strategies, and it can reduce the chances that revenues are lost because managers do not have the right information available.

Grants and Events Dashboards – Example

Here is an example of a Grants and Events Dashboard with program metrics, trends and variances.

Grants and Events Dashboard Example for Nonprofit Organizations

Grants and Events Dashboard Example for Nonprofit Organizations

You can find hundreds of additional examples here

Who Uses This Type of Dashboard?

The typical users of this type of dashboard are: Executives, budget managers, grant and program managers.

Other Reports Often Used in Conjunction with Grants and Events Dashboards

Progressive Financial Planning & Analysis (FP&A) and Grant departments sometimes use several different Grants and Events Dashboards, along with detailed encumbrance reports, budget models for grant/event/program budget input, financial dashboards, financial reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from grant management systems and/or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Higher Education Budgeting Example - Allocations of Expenses to Programs and Funds

What is an Allocation of Program Expenses to Funds Model?

Budget Allocation Input forms are considered key components of an annual budget and are used by budget managers to allocate operating expenses to programs and funds. Some of the main functionality in this type of input form is that it it lists expense account categories across the columns and funds grouped by program down the rows. The users can view the budgeted amounts at the program level and then break this up by fund using the yellow input cells. The “Difference” columns automatically display the remaining balance to be allocated. You find an example of this type of input form below.

Purpose of Budget Allocation Models for Program Expenses

Universities and colleges use Budget Allocation Models for Program Expenses to make it easy for users to spread the program expenses to the individual funds tied to that program. When used as part of good business practices in a Budgeting and Planning department, a higher education institution can improve its expense planning process, and it can reduce the chances that the fund budgets don’t reconcile to the program and account level budgets.

Budget Allocation Models for Program Expenses Example

Here is an example of a Budget Allocation Input Form to allocate program expenses to funds.

Higher Education Budgeting Example - Allocations of Expenses to Programs and Funds

Higher Education Budgeting Example – Allocations of Expenses to Programs and Funds

You can find hundreds of additional examples here

Who Uses This Type of Input form?

The typical users of this type of input form are: Budget Managers and Department Managers.

Other Input forms Often Used in Conjunction with Budget Allocation Models for Program Expenses

Progressive Budgeting and Planning departments sometimes use several different Budget Allocation Models, along with  payroll budgets, capex and operating expense budgets, revenue templates and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of an Automated Narrative for a Nonprofit Financial Statement

What is a Automated Narrative for Nonprofit Financial Statements?

Financial statements with automated narratives are considered modern analysis tools and are used by Board members, CFOs as well as other users and accountants to get an always concise, up-to-date and easy-to-read financial status. Some of the key functionality in this type of combined financial and narrative report is that it typically provides two pages (see tabs at bottom of the image). The first page is an automatically generated narrative that pulls the most essential metrics from the second page, which is an ordinary financial report. You find an example of this type of combined financial and narrative below.

Purpose of Auto-narrative Reports

Nonprofits and associations use Auto-narrative Reports to provide highly user-friendly financial updates to managers outside of the accounting department. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its financial literacy and manager engagement as well as reduce the chances that few people outside of accounting follow and comments on financial performance.

Auto-narrative Report Example

Here is an example of an Automated Narrative Report for a Nonprofit Financial Statement.

Example of an Automated Narrative for a Nonprofit Financial Statement

Example of an Automated Narrative for a Nonprofit Financial Statement

You can find hundreds of additional examples here

Who Uses This Type of Combined financial and narrative?

The typical users of this type of combined financial and narrative are: Executives, department heads, board members.

Other Combined financial and narratives Often Used in Conjunction with Auto-narrative Reports

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Auto-narrative Reports, along with balance sheets, statement of activities, statement of cash flows, financial dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Statement of Activities Report Example for a Nonprofit Organization

What is a Statement of Activities for a Nonprofit Organization?

Statement of activities reports are considered highly important financial statements and are used by executives and accountants to perform monthly financial analysis. Some of the key functionality in this type of report is that it is parameter driven and can be run for a month and across one or multiple organizational units. The report details revenues and expenses by account. Rows can be expanded by the user to see the individual accounts. The columns provide current period, last year and budget comparisons and variances. The traffic lights helps highlight good and bad variances. The year-to-date (YTD) columns can also be expanded to see the individual months that make up the YTD amounts. You find an example of this type of report below.

Purpose of Statement of Activities Reports

Nonprofits and associations use Statement of Activities Reports to give executives and department heads an easy to read monthly financial review. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its analysis and related decision-making as well as reduce the chances that managers lose sight of important variances and trends.

Statement of Activities Report Example

Here is an example of a Statement of Activities report with dynamic, expandable rows and columns.

Statement of Activities Report Example for a Nonprofit Organization

Statement of Activities Report Example for a Nonprofit Organization

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Executives, boards, department heads, accountants.

Other Reports Often Used in Conjunction with Statement of Activities Reports

Progressive Financial Planning & Analysis (FP&A) departments sometimes use several different Statement of Activities Reports, along with balance sheets, cash flow statements, financial dashboards, budget and forecast models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Grant Dashboard Example for a Nonprofit Organization

What is a Grant Dashboard for a Nonprofit Organization?

Grant dashboards are considered essential analysis tools and are used by grant managers and executives to track trends and variances related to their grant activities. Some of the key functionality in this type of visual report is that it provides eight charts as a well as a report section to analyze various grant metrics. The dashboard gives quick insight into revenue by grant, monthly trend in granted versus encumbered amounts, top 5 awarded grants, number of grant requests by staff member, requested/granted/encumbered amounts, encumbered amounts by program by month, requested versus declined grants, and expenditures by program You find an example of this type of visual report below.

Purpose of Grant Dashboards

Nonprofits and associations use Grant Dashboards to give managers an easy, self-service interface to monitor grant metrics. When used as part of good business practices in a Grant department, an organization can improve its grant-related strategies and revenues as well as reduce the chances that managers miss important trends and variances.

Grant Dashboard Example

Here is an example of a Grant Dashboard with key trends and statistics.

Grant Dashboard Example for a Nonprofit Organization

Grant Dashboard Example for a Nonprofit Organization

You can find hundreds of additional examples here

Who Uses This Type of Visual report?

The typical users of this type of visual report are: Grant managers and executives.

Other Visual reports Often Used in Conjunction with Grant Dashboards

Progressive grant departments sometimes use several different Grant Dashboards, along with grant budgets, grant reports, encumbrance reports, program reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from dedicated grant management systems or enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of Grants Overview Report for Nonprofits

What is a Grants Overview Report?

Grant reports are considered valuable management tools and are often used by financial- , planning- and grant managers to better manage grants and the programs they support. Some of the key functionality in this type of report is that it shows granted, encumbered and balance amounts per program, grant and grantee. The report can be run for any month and with various filters. The chart on the top of the report displays the totals graphically. Users can drill down on any amount to see the underlying transaction detail. You find an example of this type of report below.

Purpose of Grants Overview Reports with Encumbrance and Balance Information

Nonprofits use Grants Overview Reports with Encumbrance and Balance Information to easily monitor grant balances and the programs they fund. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, a company can improve its analysis and planning as it related to grants and programs as well as reduce the chances of any surprises with over- or underspending.

Grants Overview Reports with Encumbrance and Balance Information Example

Here is an example of a Grants Summary Report with Encumbrance and Balance information.

Example of Grants Overview Report for Nonprofits - with Encumbrance and Balance

Example of Grants Overview Report for Nonprofits

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Finance teams, grant- and program managers.

Other Reports Often Used in Conjunction with Grants Overview Reports with Encumbrance and Balance Information

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Grants Overview Reports with Encumbrance and Balance Information, along with financial statements, budget models, grants dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of Grants Paid Report for Nonprofits

What is a Grants Paid Report?

Grant reports are considered important grant management tools and are often used by financial- , program- and grant managers to plan initiatives and manage grants and program funding. Some of the key functionality in this type of report is that it displays actual grant amounts paid out versus budget, both for the current month and year to date. The variance columns uses exception highlighting to help users find significant deviations from planned payments. The grant payments are grouped by initiative and program as can be seen in the rows. The charts at the bottom helps users focus on the relative size of the various metrics. You find an example of this type of report below.

Purpose of Grants Paid Reports

Nonprofit organizations use Grants Paid Reports to manage and analyze actual grant payments versus budgeted amounts. When used as part of good business practices in a Financial Planning & Analysis (FP&A) department, an organization can improve its grants management and initiative analysis capabilities as well as reduce the chances that over- or underspending occurs.

Grants Paid Report Example

Here is an example of a Grants Paid report with actual spend versus budget.

Example of Grants Paid Report for Nonprofits

Example of Grants Paid Report for Nonprofits

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Finance teams, grants- and program managers.

Other Reports Often Used in Conjunction with Grants Paid Reports

Progressive Financial Planning & Analysis (FP&A) Departments sometimes use several different Grants Paid Reports, along with financial statements, budget models, grants dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples